Kathmere Capital Management LLC Increases Holdings in JPMorgan Equity Premium Income ETF $JEPI

Kathmere Capital Management LLC raised its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 732,375 shares of the company’s stock after acquiring an additional 44,376 shares during the period. JPMorgan Equity Premium Income ETF makes up 2.8% of Kathmere Capital Management LLC’s investment portfolio, making the stock its 6th largest position. Kathmere Capital Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $41,921,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Hamilton Capital LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the second quarter worth approximately $72,373,000. Tcfg Wealth Management LLC lifted its position in JPMorgan Equity Premium Income ETF by 3,843.5% during the third quarter. Tcfg Wealth Management LLC now owns 831,833 shares of the company’s stock valued at $47,498,000 after purchasing an additional 810,739 shares during the last quarter. Bank of America Corp DE lifted its position in JPMorgan Equity Premium Income ETF by 2.1% during the second quarter. Bank of America Corp DE now owns 33,372,182 shares of the company’s stock valued at $1,897,209,000 after purchasing an additional 690,960 shares during the last quarter. Raymond James Financial Inc. grew its stake in JPMorgan Equity Premium Income ETF by 9.9% in the 2nd quarter. Raymond James Financial Inc. now owns 7,072,179 shares of the company’s stock worth $402,053,000 after buying an additional 636,586 shares in the last quarter. Finally, Jones Financial Companies Lllp grew its stake in JPMorgan Equity Premium Income ETF by 40.2% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,027,327 shares of the company’s stock worth $115,436,000 after buying an additional 581,218 shares in the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

Shares of NYSEARCA:JEPI opened at $56.19 on Friday. The company’s fifty day moving average price is $58.37 and its 200-day moving average price is $57.59. The firm has a market capitalization of $41.41 billion, a price-to-earnings ratio of 23.93 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a one year low of $49.94 and a one year high of $59.90.

JPMorgan Equity Premium Income ETF Profile

The JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. JEPI was launched on May 20, 2020 and is managed by JPMorgan.